Franchise Toolkit

E DUCATION / T RAINING

Education will be provided virtually and in-person.

When

Topic

Virtual Session 1 (1hour)

Introduction 

Overall Site Introduction

Purpose of Toolkit Site Navigation Site Registration

   

Account Management

In-Person Session #1 (1-3 hour(s))

Basic Material Management 

Document or item uploading, editing, etc.

Folder changes etc.

 Addition of contacts & dates for notifications  Map instructions  Summary of Transactions  Reporting from each section of the toolkit  Adding franchisee/prospect information to Pending Transactions

In-Person Session #2 (1-3 hour(s))

DocBuilder 

Purpose of DocBuilder

What populates DocBuilder from the site. Walk through of packet generation

 

In-Person Session #3 (1 hour)

Support Handoff/ Site Tweaks 

Issue resolution and support expectations

Iteration (Site Update) Path Cycle of customization/ changes

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